Institutional Ownership First Tr Ex Trad Fd Viii Cboe (FOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (FOCT). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 5.78 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
60,014
shares
|
$2.43 Million
0.04% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
46,341
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Added 51.17%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
42,512
shares
|
$1.72 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
41,554
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
40,544
shares
|
$1.64 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
40,536
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
39,816
shares
|
$1.61 Million
0.55% of portfolio
|
Q3 2023
Reduced 93.01%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
37,090
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
36,862
shares
|
$1.49 Million
0.56% of portfolio
|
Q4 2024
Added 153.42%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
36,780
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
36,499
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
33,601
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 122.64%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
29,531
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
28,137
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 66.08%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
26,657
shares
|
$1.08 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
23,533
shares
|
$951,439
0.42% of portfolio
|
Q4 2024
Added 15.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
23,154
shares
|
$936,116
0.04% of portfolio
|
Q4 2024
Added 38.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
22,146
shares
|
$895,362
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
19,884
shares
|
$803,910
0.51% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
18,426
shares
|
$744,963
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
18,038
shares
|
$729,276
0.01% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
17,383
shares
|
$702,794
0.08% of portfolio
|
Q4 2023
Added 8.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16,793
shares
|
$678,940
0.01% of portfolio
|
Q4 2024
Added 23.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
15,936
shares
|
$644,292
0.0% of portfolio
|
Q4 2024
Added 23.4%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
15,743
shares
|
$636,489
0.25% of portfolio
|
Q3 2021
Reduced 86.9%
|